Wealth Private Client Advisor - Modern Investing & Service

Aumni; Norridge (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Norridge, IL, to deliver personalized investment solutions and build client relationships. This role requires a minimum of 2 years in financial advisory, valid Series 7 and 66 licenses, and a strong commitment to client coaching. The position emphasizes diversity and offers a competitive rewards package with health care, retirement plans, and more. Join us to help clients navigate their financial needs effectively.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in cultivating and maintaining client relationships.
• Valid Series 7 and 66 licenses required.

Responsibilities

• Build a book of business delivering personalized investment solutions.
• Champion and support teammates’ success while fostering diversity.
• Provide a holistic view of clients’ needs beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Understanding of financial markets

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Norridge, IL, to deliver personalized investment solutions and build client relationships. This role requires a minimum of 2 years in financial advisory, valid Series 7 and 66 licenses, and a strong commitment to client coaching. The position emphasizes diversity and offers a competitive rewards package with health care, retirement plans, and more. Join us to help clients navigate their financial needs effectively.